Valeo Financial Advisors’s Ally Financial ALLY Stock Holding History

Valeo Financial Advisors’s Portfolio ALLY Stock Details ALLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-20,412	Closed	-$165K	–	521
2022 Q1	$165K	Buy	+20,412	New	+$964K	0.01%	558
2021 Q2	–	Sell	-320	Closed	-$14K	–	561
2021 Q1	$14K	Sell	320 -257	-45%	-$10.8K	﹤0.01%	1267
2020 Q4	$21K	Sell	577 -765	-57%	-$23.1K	﹤0.01%	1009
2020 Q3	$34K	Sell	1,342 -342	-20%	-$7.64K	﹤0.01%	771
2020 Q2	$33K	Buy	1,684 +1,144	+212%	+$19.5K	﹤0.01%	874
2020 Q1	$8K	Buy	+540	New	+$14.2K	﹤0.01%	1155
2018 Q4	–	Sell	-35	Closed	-$1K	–	1471
2018 Q3	$1K	Hold	35	–	–	﹤0.01%	1572
2018 Q2	$1K	Buy	+35	New	+$934	﹤0.01%	1418

Other funds holding ALLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valeo Financial Advisors's ALLY Position: Q2 2022 in Review

Valeo Financial Advisors sold out of Ally Financial (ALLY) in Q2 2022, closing a stake of 20,412 shares — an estimated $165K sold.

Valeo Financial Advisors first reported a position in ALLY in Q2 2018 and held it in 8 quarters. The position peaked at $165K in Q1 2022. 565 funds tracked by Wall St. Rank hold ALLY as of Q2 2022.

Valeo Financial Advisors reported no remaining Ally Financial position as of Q2 2022 after selling out during the quarter.
Valeo Financial Advisors sold 20,412 Ally Financial shares in Q2 2022, an estimated $165K.
Valeo Financial Advisors first reported a position in Ally Financial in Q2 2018 and held it in 8 quarters.
Valeo Financial Advisors's Ally Financial position peaked at $165K in Q1 2022.
565 funds tracked by Wall St. Rank held Ally Financial as of Q2 2022.

Based on Valeo Financial Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.